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Farrell Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Farrell Financial’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$230K Buy
4,317
+52
+1% +$2.76K 0.12% 76
2026
Q1 		$227K Buy
4,265
+34
+0.8% +$1.83K 0.14% 71
2025
Q4 		$228K Buy
4,231
+66
+2% +$3.57K 0.13% 70
2025
Q3 		$225K Buy
4,165
+48
+1% +$2.57K 0.14% 65
2025
Q2 		$219K Sell
4,117
-92
-2% -$4.8K 0.15% 60
2025
Q1 		$221K Buy
4,209
+21
+0.5% +$1.09K 0.16% 59
2024
Q4 		$216K Buy
4,188
+20
+0.5% +$1.05K 0.15% 60
2024
Q3 		$218K Buy
4,168
+49
+1% +$2.58K 0.15% 62
2024
Q2 		$211K Buy
4,119
+29
+0.7% +$1.48K 0.16% 62
2024
Q1 		$211K Buy
+4,090
New +$210K 0.17% 61

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Farrell Financial's IGIB Position: Q2 2026 in Review

Farrell Financial increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.2% in Q2 2026, buying an estimated $2.76K and bringing the position to 4,317 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #76.

Farrell Financial first reported a position in IGIB in Q1 2024 and has held it in 10 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Farrell Financial held 4,317 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $230K as of Q2 2026.
  • Farrell Financial bought 52 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.76K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.12% of Farrell Financial's portfolio in Q2 2026, its #76 holding.
  • Farrell Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.